Kistler-Tiffany Companies’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $190K | Buy |
3,663
+500
| +16% | +$25.9K | 0.03% | 321 |
|
|
2023
Q1 | $177K | Hold |
3,163
| – | – | 0.03% | 292 |
|
|
2022
Q4 | $194K | Sell |
3,163
-197
| -6% | -$12.1K | 0.04% | 273 |
|
|
2022
Q3 | $232K | Buy |
3,360
+27
| +0.8% | +$1.86K | 0.05% | 193 |
|
|
2022
Q2 | $266K | Sell |
3,333
-749
| -18% | -$59.8K | 0.06% | 178 |
|
|
2022
Q1 | $347K | Buy |
4,082
+347
| +9% | +$29.5K | 0.07% | 164 |
|
|
2021
Q4 | $293K | Buy |
3,735
+101
| +3% | +$7.92K | 0.06% | 165 |
|
|
2021
Q3 | $265K | Buy |
3,634
+232
| +7% | +$16.9K | 0.06% | 161 |
|
|
2021
Q2 | $250K | Buy |
3,402
+2
| +0.1% | +$147 | 0.06% | 168 |
|
|
2021
Q1 | $258K | Buy |
3,400
+1,968
| +137% | +$149K | 0.07% | 150 |
|
|
2020
Q4 | $108K | Buy |
1,432
+2
| +0.1% | +$151 | 0.03% | 220 |
|
|
2020
Q3 | $113K | Buy |
1,430
+26
| +2% | +$2.06K | 0.04% | 199 |
|
|
2020
Q2 | $114K | Sell |
1,404
-41
| -3% | -$3.33K | 0.04% | 186 |
|
|
2020
Q1 | $120K | Hold |
1,445
| – | – | 0.04% | 179 |
|
|
2019
Q4 | $120K | Hold |
1,445
| – | – | 0.04% | 185 |
|
|
2019
Q3 | $117K | Buy |
1,445
+57
| +4% | +$4.62K | 0.04% | 184 |
|
|
2019
Q2 | $107K | Sell |
1,388
-1,976
| -59% | -$152K | 0.04% | 187 |
|
|
2019
Q1 | $258K | Buy |
3,364
+97
| +3% | +$7.44K | 0.11% | 110 |
|
|
2018
Q4 | $233K | Buy |
3,267
+3
| +0.1% | +$214 | 0.11% | 106 |
|
|
2018
Q3 | $229K | Hold |
3,264
| – | – | 0.09% | 119 |
|
|
2018
Q2 | $223K | Sell |
3,264
-127
| -4% | -$8.68K | 0.1% | 116 |
|
|
2018
Q1 | $229K | Hold |
3,391
| – | – | 0.09% | 121 |
|
|
2017
Q4 | $275K | Buy |
3,391
+44
| +1% | +$3.57K | 0.11% | 117 |
|
|
2017
Q3 | $257K | Buy |
3,347
+774
| +30% | +$59.4K | 0.11% | 117 |
|
|
2017
Q2 | $197K | Hold |
2,573
| – | – | 0.09% | 125 |
|
|
2017
Q1 | $200K | Hold |
2,573
| – | – | 0.09% | 121 |
|
|
2016
Q4 | $197K | Sell |
2,573
-150
| -6% | -$11.5K | 0.1% | 124 |
|
|
2016
Q3 | $202K | Buy |
2,723
+138
| +5% | +$10.2K | 0.1% | 122 |
|
|
2016
Q2 | $201K | Buy |
2,585
+12
| +0.5% | +$933 | 0.1% | 122 |
|
|
2016
Q1 | $193K | Sell |
2,573
-144
| -5% | -$10.8K | 0.11% | 116 |
|
|
2015
Q4 | $184K | Sell |
2,717
-695
| -20% | -$47.1K | 0.1% | 128 |
|
|
2015
Q3 | $240K | Sell |
3,412
-53
| -2% | -$3.73K | 0.14% | 103 |
|
|
2015
Q2 | $232K | Buy |
3,465
+457
| +15% | +$30.6K | 0.14% | 104 |
|
|
2015
Q1 | $213K | Sell |
3,008
-601
| -17% | -$42.6K | 0.14% | 102 |
|
|
2014
Q4 | $278K | Hold |
3,609
| – | – | 0.18% | 85 |
|
|
2014
Q3 | $249K | Buy |
3,609
+2,858
| +381% | +$197K | 0.17% | 95 |
|
|
2014
Q2 | $54K | Hold |
751
| – | – | 0.04% | 225 |
|
|
2014
Q1 | $53K | Hold |
751
| – | – | 0.04% | 222 |
|
|
2013
Q4 | $49K | Hold |
751
| – | – | 0.04% | 226 |
|
|
2013
Q3 | $47K | Hold |
751
| – | – | 0.04% | 229 |
|
|
2013
Q2 | $43K | Buy |
+751
| New | +$43K | 0.04% | 233 |
|